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3 Tips to End the Year Strong

December 21, 2021 By Michael Clark

In this Zoom Webinar, Michael Clark, CFP provides 3 key financial tips to end 2021 strong. He discusses investments, contributing/distributions, and this year’s performance.

Methods &Myths of Protecting your Money

November 9, 2021 By Michael Clark

In this Zoom Webinar, Michael Clark, CFP debunks financial myths and provides strategies on protecting your money.

He goes over key topics such as Estate Planning, Saved Money and Money Owed to Others (debt).

How to Give to Charity Correctly

October 12, 2021 By Michael Clark

In this Zoom Webinar, Michael Clark suggests three different methods to use when giving to a charity that maximizes your money and reduces taxes.

Michael provides details on these methods and advises on how to use them correctly and why it benefits you. These methods are qualified charitable distribution, donor-advised funds, or gifting assets.

He will also touch on the various types of charities that come to mind when donating.

Retirement Income

October 12, 2021 By Michael Clark

In this Zoom Webinar, Michael Clark talks about the common mistakes people make when it comes to taking income in retirement.

Michael will discuss topics on investments, taxes, social security, and Medicare.

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